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- Property Listing Portal
- Frequently asked questions
Questions, answered
Practical answers for starting and running reviewed property listings.
Property Listing Portal
10 questions
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How do I get started?
Click Get started, then use Proto to configure Property Listing Portal for your business. Pilot one organization, one seller account and a listing with owner authorization before bringing in the full book.
Where does a listing begin?
A Relationship Owner opens an opportunity for the seller or counterparty. The listing is linked to that engagement and its organization.
What property information is recorded?
The listing records street address, asking price, property type, publication date, status and revision.
Who approves a listing?
An eligible Sales Manager checks the submitted revision against its owner evidence and records an independent decision with a reason.
What happens if the price changes after review?
The Relationship Owner prepares a correction with updated evidence. The Sales Manager decides on the new revision; the earlier decision stays in the history.
Where are seller authorization files kept?
Files are attached to the parent opportunity with an evidence type, uploader, upload date and Internal or Shared visibility.
How are calls and follow-ups recorded?
Relationship activities capture calls, meetings, emails and tasks against the opportunity, with due dates, completion dates and outcomes when relevant.
How is a customer outcome recorded?
The owner supplies acceptance or loss evidence for the current opportunity revision. An eligible Sales Manager reviews the result before the opportunity becomes Won or Lost.
What should staff do with a needs review receipt?
Open its parent opportunity, compare the expected revision with the linked decision and listing, and check any outside reference. Reconciliation reads the effect before changing the receipt’s result.
Can separate brokerage organizations work in one system?
Organizations, team membership, accounts, opportunities and listings carry scope references. Rehearse access for each team before extending the pilot.
Set up Property Listing Portal your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.